As a Financial Consultant at Wealth Management Strategies, Ken is dedicated to helping his clients build secure financial futures. His goal is to educate clients so they are able to make informed financial decisions to avoid future obstacles that could derail their financial dreams. Financial planning becomes a process of developing, implementing, and monitoring over many years.
Joining the financial services industry in 1994, spending nine years with Morgan Stanley before joining AXA Advisors, now Equitable Advisors, in 2005, Ken has gained the experience and knowledge to help his clients develop and implement a comprehensive financial strategy.
Having resided in Orange County for over 23 years, maintaining a strong sense of community and solid professional foundation are very important to Ken. His community activities and professional affiliations include:
- 2006 Tustin Man of the Year
- Member Tustin Host Lions
- Member Tustin Chamber of Commerce
- City of Tustin Community Service Commission, Commissioner.
Ken’s personal interests are sailing, snow skiing, and spending time with family and friends. He resides in Tustin, California, with his wife Kristi of 20 years.
Certificate in Retirement Planning – The Wharton School, University of Pennsylvania
FINRA Series 7, 9, 10, 63, 65
CA Insurance Lic. # 0737638